Name: Advanced Topics in Mergers and Acquisitions for CPAs
Price: 99 CAD
Rating: 4.5 (183 reviews)

What You'll Learn

check_circleIdentify the potential risks and detrimental outcomes resulting from a lack of familiarity with M&A regulations, documentation, and considerations.

check_circleExplore the tax treatment in M&A, including the differences between mergers and acquisitions, tax deferment, utilization of losses, and tax shields.

check_circleRecognize the significance of accurate valuation in M&A and its impact on transaction outcomes, based on real-world examples.

check_circleGain insights into cross-border mergers and acquisitions, including potential issues, tax jurisdiction, transfer pricing, tax havens, and compliance obligations.

check_circleDiscover the CFO's role in strategic decision-making before and after M&A transactions, focusing on tax planning, legal structuring, and post-acquisition initiatives.

check_circleLearn the importance of preparing for mergers and acquisitions through strategic objective planning, project management, risk management, and resource allocation.

check_circleUnderstand the post-acquisition/reorganization phase and the importance of creating a quality culture, maximizing synergies, and addressing cultural differences.

check_circleGain knowledge of tax implications and valuation considerations in M&A, including asset class values, future depreciation rates, and optimizing tax benefits.

check_circleRecognize the significance of setting strategic goals and milestones in post-acquisition/merger integration, particularly in IT systems, software, employee management, and HR's role in cultural integration.

check_circleGain familiarity with key provisions and regulations in the Income Tax Act relevant to M&A transactions, including rollover provisions, anti-avoidance rules, taxation of dividends, and transfer pricing.

check_circleUnderstand the important role of CPAs in the integration process, including integrating financial reporting systems, measurement systems, and collaboration with HR.

About This Course

This comprehensive course is designed to provide CPAs with an in-depth understanding of mergers and acquisitions (M&A) and their implications. Participants will gain practical knowledge and skills necessary to navigate M&A transactions successfully, avoid detrimental outcomes, and maximize value and wealth for their organizations. The course covers various topics, including the importance of familiarity with M&A, definitions and types of M&A, tax treatment, valuation, considerations in M&A, cross-border transactions, documentation and paperwork, transaction structuring and compliance, strategic planning, and post-acquisition integration. CPAs will also explore key provisions and regulations in the Income Tax Act and transfer pricing rules.

Your Instructors

Pete Maher, CPA

Instructor | Greystone College

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star183 reviews

I am a seasoned financial professional, general manager, and CPA with an MBA from Harvard Business School, and nearly 18 years in mid to executive management directing start-up businesses and turning underperforming organizations into successful and profitable enterprises. Throughout my career, I have been highly skilled at identifying operational deficiencies and implementing procedures and initiatives to improve efficiency and productivity. I also have a strong background in consulting for multi-national publicly traded companies. As a manager, I have always been able to empower my employees to achieve a high level of performance. In my most recent position, as Vice President General Manager and Partner of The Cheese Steak Shop, I purchased a bankrupt company and transformed it into a profitable venture within six months. I implemented an Enterprise Resource Planning (ERP) solution to streamline operations for timely intelligence and optimal performance and efficiency. I work closely with cross-functional managers to identify business needs and objectives to formulate strategies and allocate resources to increase market share and cash flow. Also, I develop cost-saving initiatives to eliminate redundancies and strengthen control. My main areas of expertise include: Corporate Governance Strategic Planning Internal Auditing Financial Management & Analysis Process & Procedure Improvement Enterprise Resource Planning (ERP) Cross-Functional Team Management Business Analysis & Operations Enterprise Risk Management Cost-Saving Strategies Operations Management

BC Wehman

Podcast Host | LearnFormula

B.C. is a working actor, storyteller, comedian, teacher, DJ, writer, consultant, and more (including a professional patient) with a love of running, yoga, darts, and disc golf. Along the way, he found an intense love of conversation and a burning excitement for what others are passionate about. Learning something new, about someone new, every day is a mantra he often repeats… sometimes aloud in the produce section of the grocery store despite strangers' concerned stares.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Advanced Topics in Mergers and Acquisitions for CPAs

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